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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.5B AUM 2,633 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 160 New 1040 Added 961 Reduced 189 Exited
Page 61 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 CHKP CHECK POINT SOFTWARE TECH LT Technology 525.0 $97K +81.0 +18.2% $185.56 -28.0%
1202 DOCS DOXIMITY INC Healthcare 2,191.0 $97K -634.0 -22.4% $44.28 -55.0%
1203 CMC COMMERCIAL METALS CO Basic Materials 1,397.0 $97K +80.0 +6.1% $69.22 +3.9%
1204 FRONTIER COMMUNICATIONS PARE 2,535.0 $97K +234.0 +10.2% $38.07
1205 WK WORKIVA INC Technology 1,116.0 $96K -36.0 -3.1% $86.25 -41.7%
1206 M MACYS INC Consumer Cyclical 4,356.0 $96K $22.05 -6.3%
1207 AAL AMERICAN AIRLS GROUP INC Industrials 6,265.0 $96K +667.0 +11.9% $15.33 -9.7%
1208 RKLB ROCKET LAB CORP Industrials 1,374.0 $96K +1K +1891.3% $69.76 +94.6%
1209 EQH EQUITABLE HLDGS INC Financial Services 2,004.0 $95K -2K -54.7% $47.65 -10.6%
1210 PEN PENUMBRA INC Healthcare 306.0 $95K -35.0 -10.3% $310.91 +5.7%
1211 FRME FIRST MERCHANTS CORP Financial Services 2,538.0 $95K -571.0 -18.4% $37.48 +7.1%
1212 AMG AFFILIATED MANAGERS GROUP IN Financial Services 329.0 $95K +3.0 +0.9% $288.28 +4.7%
1213 CGW INVESCO EXCH TRADED FD TR II 1,500.0 $95K $63.01 -0.7%
1214 ALBEMARLE CORP 1,589.0 $94K $59.39
1215 WHR WHIRLPOOL CORP Consumer Cyclical 1,307.0 $94K -253.0 -16.2% $72.14 -40.9%
1216 FSS FEDERAL SIGNAL CORP Industrials 868.0 $94K -69.0 -7.4% $108.59 +3.7%
1217 DON WISDOMTREE TR 1,826.0 $94K -631.0 -25.7% $51.60 +7.1%
1218 VOYA VOYA FINANCIAL INC Financial Services 1,263.0 $94K -27.0 -2.1% $74.49 +10.6%
1219 LAD LITHIA MTRS INC Consumer Cyclical 283.0 $94K +3.0 +1.1% $332.33 -16.8%
1220 AN AUTONATION INC Consumer Cyclical 454.0 $94K +31.0 +7.3% $206.48 -8.0%
Page 61 of 132  ·  2,633 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Financial Services 15.4%
Communication Services 10.5%
Healthcare 10.1%
Consumer Cyclical 9.2%
Industrials 9.0%
Consumer Defensive 5.1%
Energy 2.6%
Basic Materials 1.7%
Utilities 1.6%